Service Access & Management, Inc. Employees' 401(K) Plan — Form 5500 plan (Service Access & Management, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Service Access & Management, Inc. Employees' 401(K) Plan is a benefit plan reported by Service Access & Management, Inc. under EIN 23-2897133 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,061 participants and $38,430,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Service Access & Management, Inc.
EIN
23-2897133
Plan number
001
Plan type
2
Location
Pottsville, PA
Latest filing year
2023
Participants
1,061
End-of-year plan assets
$38,430,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,061H, C20250410063753NAL0035115024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,430,582
Total liabilities (EOY)
$0
Net assets (EOY)
$38,430,582
Net assets (BOY)
$33,206,431

Income & contributions

Employer contributions
$1,175,421
Participant contributions
$2,508,934
Total contributions
$3,920,430
Total income / additions
$8,801,943

Expenses & distributions

Benefits paid
$3,433,805
Administrative expenses
$108,802
Total expenses
$3,577,792
Net increase / (decrease)
$5,224,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli LlpTPA$66,597$16,0862023
NationwideRECORDKEEPER$41,652$14,2782023
Commonwealth Financial NetworkINVESTMENT ADVISOR$553not reported in the loaded dataset2023

Related Form 5500 pages